Consensus Securities LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Norwood, Massachusetts
CRD number
144684
Registered since
November 8, 2007

Firm profile

FINTRX

Overview

Consensus Securities LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm has been SEC-registered since 2007. Ownership is listed as a domestic entity and individual, and the profile indicates the firm does not function as a capital allocator or a multi-state registered adviser. FINTRX also flags that Consensus Securities LLC is not an active ESG investor and is not identified as a related adviser or pension consultant. FINTRX provides little detail on the firm’s specific business lines, advisory activities, fee arrangements, or client segments. The classification as an investment bank suggests the firm’s primary activity is likely transactional and capital markets–oriented rather than operating as a discretionary wealth manager, but FINTRX does not supply supporting operational or client-service descriptions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael O'hara

    Michael O'hara

    Founder and CEOCRD 5386499

  • Elizabeth White

    Elizabeth White

    Managing Director and Chief Financial OfficerCRD 5647405

Contacts

3 of 12
  • Marshall Schleifman

    Marshall Schleifman

    Managing DirectorCRD 4017336

  • Paul Alexander

    Paul Alexander

    Managing Director, Head of ResearchCRD 5270102

  • William Busko

    William Busko

    Managing DirectorCRD 1390350

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Norwood, MA

Norfolk

Location

Norwood, MA

Headquartered in Norwood, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
Address
100 River Ridge Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth